PRISCA SERI
Laurel,MD
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
6
6
years of professional experience
Work History
Relationship Banker
Bank of America
Hyattsville
12.2019 - Current
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits
- Built long-term relationships with customers by providing personalized service and support
- Integrated marketing promotions and programs into conversations to educate and inform customers
- Educated clients about various banking products available at the institution
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources
- Attended meetings with other bankers to discuss best practices related to relationship building
- Modified, opened and closed customer accounts
- Assisted with customer requests and answered questions to improve satisfaction
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services
- Worked with cross-functional teams to achieve goals
- Provided excellent service and attention to customers when face-to-face or through phone conversations
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Universal Banker
SunTrust Banks Inc
Washington
01.2018 - 12.2019
- Maintained optimal financial controls by securing funds and making accurate transactions
- Processed deposits, withdrawals, loan payments and other financial transactions
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction
- Leveraged customer service and sales abilities to consistently meet performance goals
- Met or exceeded sales goals by promoting bank products and services in customer interactions
- Helped customers understand and use mobile applications and online banking
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers
- Attended weekly meetings with branch managers to discuss goals related to sales targets.
Education
MBA - Management Science
University of Maryland - University College
12.2022
Master of Science - Healthcare Administration
University of Maryland - University College
12.2020
Bachelor of Science - Global Business and Public Policy
University of Maryland - University College
05.2018
Skills
- Customer Service-Oriented
- Cash Handling
- Financial Processes Understanding
- Sales Expertise
- Financial Services
- Relationship Building and Management
- Recordkeeping Requirements
- Financial Advising
Accomplishments
- 2023 Q1 Circle of Excellence
- 2023 Q2 Circle of Excellence
Languages
- English, Full Professional
- Spanish, Professional
- French, Native/ Bilingual
References
References available upon request.
Timeline
Relationship Banker
Bank of America
12.2019 - Current
Universal Banker
SunTrust Banks Inc
01.2018 - 12.2019
MBA - Management Science
University of Maryland - University College
Master of Science - Healthcare Administration
University of Maryland - University College
Bachelor of Science - Global Business and Public Policy
University of Maryland - University College
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